Stop getting surprised at tax time. And worrying you are missing out on opportunities.
You've worked hard to build your wealth through your business or career.
But without strategic tax planning, you could be paying thousands more than necessary each year.
This is money that could be working toward your financial goals instead.
The tax code is complex, and opportunities for savings don't announce themselves.
- Are you maximizing every deduction available?
- Is your withholding optimized?
- Could better timing reduce your tax burden?
Tax planning isn’t just about April 15th.
Proactive tax planning is about anticipating changes in your income, leveraging tax-advantaged accounts, and coordinating strategies across your entire financial picture. These nuances often go overlooked, which is why many business owners and executives overpay on taxes year after year or face unexpected tax bills that disrupt cash flow.
Our goal is to help you minimize your tax liability while staying fully compliant, all within the framework of a comprehensive financial strategy that supports your long-term objectives.
Proactive Tax Planning Considerations
- Year-round strategy coordination
- Retirement account strategies
- Tax-loss harvesting
Working with Your Tax Professionals
- CPA Collaboration
- Team communication & alignment
- Integrated planning
Tax Strategies Checklist for Business Owners
Navigating the complex world of tax planning can feel overwhelming when you're focused on growing your business.
We designed this tax planning checklist specifically for business owners.
Use it as a starting point for identifying key opportunities to maximize your savings and minimize liabilities throughout the year.
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What We Can Help You With
- Qualified plan design for business owners, including helping you design your compensation structure
- Year-round tax planning coordination with proactive strategies beyond tax season
- Withholding and estimated payment optimization to avoid penalties and manage cash flow
- Retirement account strategies including Roth conversions and contribution timing
- Tax-loss harvesting to offset gains while maintaining your investment allocation
- Bunching strategies for charitable donations, medical expenses, and other deductions
- Business owner tax strategies including entity structure and qualified business income deductions
- CPA coordination to ensure seamless communication between your tax preparer and financial advisor